© 2025 MergersCorp M&A International.
© 2025 MergersCorp M&A International is a global brand operating through a number of professional firms and constituent entities (“Members”) located throughout the world to provide Investment Banking, Corporate Finance, and Advisory Services and other client-related professional services. The Member Firms (“Members”) are constituted and regulated in accordance with relevant local regulatory and legal requirements. For more details on the nature of our affiliation, please visit our Disclaimer: https://mergerscorp.com/disclaimer. MergersCorp M&A International's franchising program is not offered to individuals or entities located in the United States.
The franchising program is offered by MergersUK Limited, a UK Company with its registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
MergersCorp M&A International provides strategic business advisory services, including preparing companies for growth and capital access. Through partnerships with licensed investment bankers, clients can access tailored capital-raising solutions.
U.S. Investment Banking Securities transactions are exclusively conducted by Spektrum Capital Advisors LLC, a Registered Representative of, and Securities Products offered through, BA Securities, LLC, a FINRA-registered broker-dealer. Check the background of investment professionals associated with this site on Broker Check.
Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory services, catering to both individual and institutional clients.
Licence: FINMA
Type: Asset Management “Gestionnaires de fortune” (under Article 17 FinIA)
Service: Discretionary and Advisory Mandates, Dynamic Mandates, Brokerage
Brokerage: Stocks, CFDs, Index, FX, Future Cryptocurrencies
Custodian Banks: Safra Sarasin, UBS, Lombard Odier, Swissquote
AUM: 70M CHF
Number of Customers: 50-100x
Geography of Customers: Western Europe
© 2025 MergersCorp M&A International is a global brand operating through a number of professional firms and constituent entities (“Members”) located throughout the world to provide Investment Banking, Corporate Finance, and Advisory Services and other client-related professional services. The Member Firms (“Members”) are constituted and regulated in accordance with relevant local regulatory and legal requirements. For more details on the nature of our affiliation, please visit our Disclaimer: https://mergerscorp.com/disclaimer. MergersCorp M&A International's franchising program is not offered to individuals or entities located in the United States.
The franchising program is offered by MergersUK Limited, a UK Company with its registered office at 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.
MergersCorp M&A International provides strategic business advisory services, including preparing companies for growth and capital access. Through partnerships with licensed investment bankers, clients can access tailored capital-raising solutions.
U.S. Investment Banking Securities transactions are exclusively conducted by Spektrum Capital Advisors LLC, a Registered Representative of, and Securities Products offered through, BA Securities, LLC, a FINRA-registered broker-dealer. Check the background of investment professionals associated with this site on Broker Check.
This website is operated by MergersUS Inc a US Corporation with registered office at
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Description
Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory services, catering to both individual and institutional clients.
Licence: FINMA
Type: Asset Management “Gestionnaires de fortune” (under Article 17 FinIA)
Service: Discretionary and Advisory Mandates, Dynamic Mandates, Brokerage
Brokerage: Stocks, CFDs, Index, FX, Future Cryptocurrencies
Custodian Banks: Safra Sarasin, UBS, Lombard Odier, Swissquote
AUM: 70M CHF
Number of Customers: 50-100x
Geography of Customers: Western Europe
Basic Details
Target Price:
Fr.7,500,000
Gross Revenue
Fr.2,750,000
EBITDA
Fr.1,500,000
Business ID:
L#20250893
Country
Switzerland
Detail
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